AIC

Archer Investment Corporation Portfolio holdings

AUM $419M
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$242M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1 +$9.71M
2 +$1.07M
3 +$953K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$769K
5
UFEB icon
Innovator US Equity Ultra Buffer ETF February
UFEB
+$760K

Top Sells

1 +$1.6M
2 +$788K
3 +$675K
4
USEP icon
Innovator US Equity Ultra Buffer ETF September
USEP
+$648K
5
INTU icon
Intuit
INTU
+$542K

Sector Composition

1 Technology 8.47%
2 Healthcare 7.93%
3 Financials 6.09%
4 Industrials 5.56%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$91 ﹤0.01%
15
727
$26 ﹤0.01%
344
728
$13 ﹤0.01%
6
+1
729
$4 ﹤0.01%
+14
730
$0 ﹤0.01%
+400
731
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732
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733
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734
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735
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736
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737
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738
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739
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741
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742
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743
-9,964
744
-1,279
745
$0 ﹤0.01%
+117
746
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749
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750
-12,500